One of the Top 100 People in Finance
James is a seasoned and accomplished investment manager with over 35 years of experience in the industry. He is the founder and CIO of Main Street Research and has earned the distinction of being one of Barron’s Top Advisors for four consecutive years. He is frequently featured in media outlets such as CNBC, Bloomberg, CBS News, and Reuters, and he has been quoted in publications like The Wall Street Journal, Barron's, and Forbes. James has been recognized as one of the Top 1200 Financial Advisors by Barrons, and he is well versed as an investment manager, with a particular emphasis on macroeconomic research and investment risk management. He is also a award-winning author, having penned three books on finance and investing, including his latest publication, Wall Street Lessons. He is a recognized speaker and educator, and frequently invited to deliver insightful and informative presentations on a wide range of investment topics.
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About James
founder & CIO of Main Street Research
James is the founder and Chief Investment Officer of Main Street Research, a privately held firm registered with the Securities and Exchange Commission since 1993. He is responsible for creating the firm's Active Risk Management processes, which aim to protect clients from catastrophic losses. For four years in a row, James has been named among Barron's Top 1200 Advisors, and Main Street Research is recognized as one of Forbes' top 100 RIAs.
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Main Street Research serves as a fiduciary for private and institutional investors. The firm services include bespoke financial planning strategies directed towards generating wealth that lasts generations. The firm's modern investment style incorporates individual securities which provide transparency, low cost and an ability to engage our distinct Active Risk Management process to protect clients from significant loss. This combination of growth and risk management paired with a fee structure aligned with client results have been essential to the firm's client's success for three decades. For more information, please visit www.ms-research.com.
speaker & educator
As a sought-after speaker and educator, James' insightful and informative presentations cover a wide spectrum of investment topics, including market trends, risk management, and asset allocation, making him a recognized authority in his field. Over the years, he has been invited to share his expertise with numerous public and private institutions, leaving an indelible mark on audiences at events hosted by prestigious organizations like the American Association of Individual Investors (AAII), Charles Schwab, Private Markets Group, Portfolio Summits, and LinkBridge Investors. James is an active member of several prominent professional associations, including the Forbes Finance Council, The CFA Institute, and the Financial Planning Association.
What truly sets James apart is his unwavering passion for investing and his commitment to educating both upcoming and seasoned investors. He annually teaches a course at Berkshire School for high-school students, aiming to equip them with essential financial skills and wisdom to the next generation of investors. Through his speaking engagements and educational initiatives, James contributes to the broader understanding of finance and helps individuals make informed investment decisions.
philanthropist
James is not only a successful finance professional but also a dedicated philanthropist. His passion for making a positive impact on society extends well beyond his professional achievements. In 2018-19, his philanthropic efforts earned him the distinguished title of Citizen of the Year for the Town of Tiburon, a testament to his unwavering dedication to giving back to both the local and global community. Moreover, James has a strong presence on both coasts and is keen on supporting organizations that share his vision of contributing to the greater good. He focuses on those that not only give back to their communities but also possess a deep commitment to enhancing their governance and investment expertise. James serves on a number of non-profit boards and is a Trustee of Berkshire School and a member of their Endowment and Finance Committees. By leveraging his financial acumen, he helps these organizations achieve their missions, making a lasting and meaningful difference.
Interests
When James isn't immersed in his passion for investing and philanthropy, he cherishes moments with his family and indulges in an array of hobbies. He's an enthusiast of vintage auto rallies, having driven across the United States and Europe, and has a penchant for traveling to uncharted destinations. The tennis court is his preferred arena for both competition and relaxation. A fervent jazz aficionado, James holds the movie Whiplash in high esteem, drawing parallels between its rhythm and life's highs and lows. His current favorite read is Ray Dalio's, "Principles," finding its wisdom applicable both in business and personal realms.
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